CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

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Why it matters

Nvidia CEO Jensen Huang has denied any rift between the company and OpenAI, stating that everything is 'on track'. This statement has provided some relief to investors, as concerns about a potential partnership issue had been weighing on the market.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bullish Confidence 80% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bullish sentiment with 80% confidence.

Evidence trail

Evidence
Source CNBC
Claim CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
AI inference Bullish · 80%
Generated 2026-02-04 01:21

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
41212

Original source

Nvidia CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's "no drama involved" between the company and OpenAI. "Everything's on track," he added.

Read the full article on CNBC

Original article published by CNBC on February 4, 2026. Analysis and insights provided by AnalystMarkets AI.

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